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AC Transit · 1 day ago

Retirement Plan Analyst

Oakland, CA

Full-time

Onsite

Mid Level

4+ years exp

AC Transit is looking for a qualified Retirement Plan Analyst. This role involves performing administrative support and analytical work related to retirement benefits, assisting participants with retirement-related forms, and ensuring compliance with applicable rules and regulations.

Transportation

Responsibilities

Performs the initial calculation of retirement benefits, reviews related materials, work histories, and retirement options for employees

Supports activities related to disability retirement including the collection and dissemination of information from applicants, doctors, attorneys, and related parties; assigns cases to medical examiners; and reviews medical reports to ensure compliance with Retirement Plan rules

Prepares memoranda, reports, and analyses for the Retirement Board

Makes occasional presentations to the Retirement Board

Compiles, reviews, audits, and verifies demographic data of participants

Works independently on special projects

Assist in the preparation of the annual tax documents

Documents and updates procedures, supports compliance and analysis activities

Inputs retiree data into Human Resources Information System

Provides assistance, research, and troubleshooting of participant-level issues

Performs related duties as required

Qualification

Retirement plan administrationFinanceAccountingHuman resourcesPayrollAnalytical skillsCommunication skillsProblem-solvingPresentation skills

Required

Equivalent to a bachelor's degree from an accredited college or university with a major in finance, accounting, business administration, public administration, or a related field

Four (4) years of professional level experience in retirement administration, human resources, finance or payroll

Demonstrated experience in one or more of the following areas: administering defined-benefit plans, payroll, human resources/benefits, finance, or accounting

Two (2) years of experience as Retirement Plan Associate Analyst or an equivalent position may be substituted for two (2) years of required education

Must be willing to occasionally work outside regular business hours and travel between the various District facilities if required

Must maintain the physical condition necessary to: (1) perform tasks in an office setting operating a personal computer, keyboards, and other peripheral equipment; (2) possess physical mobility in order to transport oneself expeditiously within and between District facilities

Preferred

Experience with defined benefit and retirement plan administration preferred

Benefits

Medical - Choice of two Health Maintenance Organizations (HMOs): Kaiser Permanente and Health Net. $10.00 office visit co-pays; $5.00 - $35.00 prescription co-pays.

Dental – MetLife Preferred Provider Organization (PPO) $50 annual deductible per person/$150 per family; $3,000 per person annual maximum; preventative care covered at 100%; basic and major care covered at 90%; $4,000 lifetime maximum orthodontia covered at 50%.

Vision - Vision Service Plan - $10.00 copay; eligible for an exam, lenses, frames or contact lenses every 12 months – based on the last date of service. $200 frame allowance or $120 allowance for contact lenses.

Employer-paid Basic Life Insurance

Employee-paid Voluntary Term Life Insurance

Employee Assistance Program (EAP)

Flexible Spending Accounts (FSA) for Health Care, Dependent Care, Parking, Transit

AC Transit contributes up to $50.00/month towards an employee’s FSA Transit costs

Free AC Transit Bus Pass

Federal Credit Union

Vacation and Sick Leave or Personal Time Off

Ten (10) paid holidays; 2 paid floating holidays; 1 paid birthday holiday

Tuition Reimbursement – up to $2500 per fiscal year on approved courses

Wellness Program